About Monument Wealth Management

Monument Wealth Management is an independent Registered Investment Advisory firm based in the Washington D.C. area that takes a unique, collaborative team approach to lead you through a personalized Private Wealth Management experience like no other.

Monument specializes in helping successful entrepreneurs, executives, other high-net-worth individuals and their families properly connect their financial resources to their personal aspirations. We do this through innovative, cash flow-based Private Wealth PlanningSM and discretionary, in-house asset management completely unconstrained by any large corporate agenda.

Monument supports clients throughout the entire wealth creation and preservation cycle, and serves as a partner, advocate and advisor during all aspects and phases of their journey.

Your Team at Monument

“At Monument, you don’t just get one Financial Advisor… you get a whole TEAM of professionals, with varying specialties, all working together to benefit you.”Dave

  • David B. Armstrong Financial Advisor
    David B. Armstrong, CFA | President & Co-Founder
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  • Dean Catino Financial Advisor
    Dean J. Catino, CFP®, CPWA® | President & Co-Founder
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  • Jessica Gibbs Senior Financial Planner
    Jessica L. Gibbs, CFP® | Senior Financial Planner
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  • Financial Planner Emily Harper
    Emily M. Harper, CFP® | Financial Planning Associate
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  • Spencer Rand Asset Management Associate
    Spencer D. Rand, CFA | Asset Management Associate
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  • Eitan Z. Boral, Associate Portfolio Manager
    Eitan Z. Boral, CFA | Associate Portfolio Manager
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  • Cecelia Gilliam Business Operations Associate
    Cecelia M. Gilliam | Business Operations Associate
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  • Cathleen Phelps Client Service Associate
    Cathleen D. Phelps | Client Service Associate
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  • Brittany Dewberry Brand Manager
    Brittany R. Dewberry | Brand Manager
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  • Monument Mascots
    Monument's Mascots
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Interested in joining our Team? Click on to learn about our open positions and year-round Internship Program!